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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,815 | $135,956-85.4% | $123,894-84.0% | $273,972-92.8% |
| Participation rate | 95.8% | 84.1%+11.8pp | 81.4%+14.4pp | 83.0%+12.8pp |
| Annual return | 2.92% | 56.63%-53.7pp | 47.52%-44.6pp | 41.46%-38.5pp |
| Employer contribution / active EE | $4,167 | $5,170-19.4% | $4,617-9.7% | $4,869-14.4% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,120 | $9,817-88.6% | $8,357-86.6% | $10,133-89.0% |